SS&C Technologies Holdings, Inc. (SSNC)

USD67.24 -0.82 (-1.20%)

US NASDAQ Technology Software - Application

Address 80 Lamberton Road 6095
Windsor, CT, US

CEO William C. Stone

Website ssctech.com

IPO 2010-03-31

CIK 1402436 ISIN US78467J1007

Explore sections of this company profile

Section

Also trades on London Stock Exchange · 0L1G.L (USD) NASDAQ Global Select · SSNC (USD)

Description

SS&C Technologies Holdings, Inc. offers a diverse portfolio of software solutions and related services, catering primarily to the financial services and healthcare industries. The company's sophisticated technology infrastructure spans various critical functions within finance, including securities accounting; front-office capabilities such as trading and financial modeling; middle-office tasks like portfolio oversight and reporting; and comprehensive back-office operations encompassing general accounting, performance measurement, data reconciliation, processing, clearing, regulatory compliance, and tax reporting. In the healthcare sector, SS&C provides specialized solutions for claims adjudication, benefits administration, care management, and business intelligence. These offerings are instrumental in helping professionals in both domains automate intricate business processes and efficiently handle their extensive information processing demands. SS&C's wide array of software-enabled services includes prominent platforms like SS&C GlobeOp, Global Investor and Distribution Solutions, SS&C Retirement Solutions, Black Diamond Wealth Platform, Bluedoor, Advent Outsourcing Services, Advent Data Solutions, ALPS Advisors, and Virtual Data Rooms, alongside specific services for pharmacy, healthcare administration, and health outcomes optimization. Its core software products feature tools for portfolio and investment accounting and analytics, holistic portfolio management, trading, digital process automation, and banking and lending, complemented by research, risk analysis, and training applications. Additionally, the company extends professional services, offering expert consulting and implementation support, along with dedicated product assistance. Operating on a global scale, SS&C maintains a significant footprint across the United States, the United Kingdom, Europe, the Middle East, Africa, the Asia Pacific region including Japan, Canada, and the broader Americas. Established in 1986, the company is based in Windsor, Connecticut.

News Sentiment (7d)

Based on only 1 article — low confidence

SS&C Expands Tokenized Investment Capabilities with Digital Cash Settlement Business Wire

Market Cap & Enterprise Value

Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook

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Signal Summary Loading…

Indicator	1D	1W	2W	3W	1M

Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.

Day Score & sub-scores

Statistical fingerprint & regime detail

Conditional historical analysis

Customize analysis (advanced)

From To

Indicative levels generated algorithmically. Not financial advice.

Risk Profile

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Price Chart

From To

Averages

Trend

Price

Levels

Draw

USD67.24 -0.82 (-1.20%)

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Volume Profile

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Liquidity & share structure

Average Volume

Beta

1.10

Float Shares

207.20M

Free Float %

86.0%

Price Performance

1D	5D	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	Max
+2.13%	+1.87%	-2.57%	-10.32%	-21.43%	-22.76%	-14.89%	+22.85%	-8.66%	+119.22%	+795.49%

Rolling Volatility

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Drawdown

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Relative Strength

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Monthly Returns Heatmap

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Annual Monthly Returns

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Daily Returns Distribution

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vs.

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Revenue flow

Revenue by geography

Revenue by segment

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Revenue composition

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By product

By geography

Financial Statements

Compare

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (24 ratings, all time) Buy

Price Targets & DCF

Current price

67.24

Low 78.00 +16.0%

Consensus 94.20 +40.1%

Median 92.00 +36.8%

High 115.00 +71.0%

DCF (Unlevered) 103.92 +54.6%

DCF (Levered) 94.76 +40.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 78% Bullish

Rating	2026-05	Change
Strong Buy	3	0
Buy	4	-1
Hold	2	0
Sell	0	0
Strong Sell	0	0

Price Target Summary

Period	# Analysts	Avg Target
Last Month	—	—
Last Quarter	5	94.20 +40.1%
Last Year	17	100.12 +48.9%
All Time	31	90.26 +34.2%

Quality scores

Altman Z-Score

1.60

Distress

Piotroski F-Score

6 / 9

Average

MOAT Score

7 / 10

Strong MOAT

Composite Rating

B+

Overall Score

3 / 5

Medium

DCF Score

4 / 5

High

ROE Score

4 / 5

High

ROA Score

4 / 5

High

D/E Score

1 / 5

Low

P/E Score

3 / 5

Medium

P/Book Score

3 / 5

Medium

Operational MOAT

✗ Below peers

✓
Revenue growth Software - Application: +13.0%

+6.6% Q1'26: +8.8% (vs Q1'25)
✓
EPS growth Software - Application: +28.6%

+5.0% Q1'26: +8.3% (vs Q1'25)
✓
FCF margin FCF growth · Software - Application: +45.3%

+21.4% Q1'26: +17.8% (vs Q1'25)
✓
EBIT margin Software - Application: +9.4%

+22.3% ★ Q1'26: +24.8% (vs Q1'25)
✗
ROIC Software - Application: +7.5%

+10.4% ★ Q1'26: +8.6% (vs Q1'25)
✓
Share dilution Software - Application: +0.0%

-0.3% ★ Q1'26: -2.9% (vs Q1'25)
✗
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×

3.63× Q1'26: 3.24× (vs Q1'25)

Valuation Multiples From To

Price Forecast (3Y) From To

Model

Adjust

P/E

Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)

Projection years:

Market assumptions

WACC (%)

Terminal g (%)

▶ WACC components (optional)

Risk-free rate (%)

Market risk premium (%)

Ke (Cost of Equity) = Rf + β (1.12) × ERP

WACC = 69% × Ke + 31% × Kd (5.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions

Revenue growth (%)

EBIT margin (%)

CapEx / Revenue (%)

Tax rate (%)

—

Intrinsic value (base): 103.92 Current price: 67.24

Enterprise Value: — Equity Value: — Terminal Value: — TV as % of EV: —

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates

Metric	Dec 2010 actual	Dec 2011 actual	Dec 2012 actual	Dec 2013 actual	Dec 2014 actual	Dec 2015 actual	Dec 2016 actual	Dec 2017 actual	Dec 2018 actual	Dec 2019 actual	Dec 2020 actual	Dec 2021 actual	Dec 2022 actual	Dec 2023 actual	Dec 2024 actual	Dec 2025 actual	Dec 2026 8 Rev. Ana. 6 EPS Ana.	Dec 2027 8 Rev. Ana. 6 EPS Ana.	Dec 2028 5 Rev. Ana. 4 EPS Ana.	Dec 2029 2 Rev. Ana. 2 EPS Ana.	Dec 2030 2 Rev. Ana. 2 EPS Ana.
Revenue	328.91M est: 300.35M (+9.5%)	370.83M est: 364.06M (+1.9%)	551.84M est: 520.15M (+6.1%)	712.70M est: 676.58M (+5.3%)	767.86M est: 748.74M (+2.6%)	1.00B est: 1.05B (-4.9%)	1.48B est: 1.52B (-2.5%)	1.68B est: 1.68B (+0.0%)	3.42B est: 3.45B (-0.9%)	4.63B est: 4.62B (+0.2%)	4.67B est: 4.63B (+0.7%)	5.05B est: 5.02B (+0.6%)	5.28B est: 5.28B (+0.1%)	5.50B est: 5.66B (-2.8%)	5.88B est: 5.84B (+0.7%)	6.27B est: 6.25B (+0.4%)	6.76B 6.69B – 6.81B +8.2% YoY	7.10B 6.91B – 7.27B +5.1% YoY	7.39B 7.36B – 7.42B +4.1% YoY	7.84B 7.70B – 7.97B +6.1% YoY	8.25B 8.10B – 8.38B +5.2% YoY
EBITDA	115.76M est: 104.00M (+11.3%)	130.91M est: 128.22M (+2.1%)	179.22M est: 168.23M (+6.5%)	287.36M est: 272.04M (+5.6%)	304.66M est: 296.47M (+2.8%)	291.01M est: 281.66M (+3.3%)	522.20M est: 505.60M (+3.3%)	628.50M est: 625.17M (+0.5%)	923.70M est: 851.99M (+8.4%)	1.72B est: 1.63B (+5.5%)	1.75B est: 1.56B (+11.9%)	1.91B est: 1.79B (+7.0%)	1.86B est: 1.95B (-4.6%)	2.00B est: 2.01B (-0.4%)	2.04B est: 2.07B (-1.8%)	2.10B est: 2.22B (-5.1%)	2.40B 2.38B – 2.42B +8.2% YoY	2.52B 2.46B – 2.58B +5.1% YoY	2.63B 2.62B – 2.64B +4.1% YoY	2.79B 2.74B – 2.83B +6.1% YoY	2.93B 2.88B – 2.98B +5.2% YoY
EBIT	75.03M est: 71.76M (+4.5%)	88.69M est: 91.92M (-3.5%)	103.40M est: 115.62M (-10.6%)	187.58M est: 173.25M (+8.3%)	204.83M est: 194.88M (+5.1%)	140.18M est: 160.09M (-12.4%)	293.56M est: 279.35M (+5.1%)	391.30M est: 394.78M (-0.9%)	405.20M est: 400.02M (+1.3%)	941.30M est: 865.25M (+8.8%)	1.03B est: 883.28M (+16.1%)	1.24B est: 1.16B (+6.9%)	1.19B est: 1.30B (-8.3%)	1.33B est: 1.32B (+0.9%)	1.36B est: 1.36B (-0.5%)	1.40B est: 1.46B (-3.9%)	1.58B 1.56B – 1.59B +8.2% YoY	1.66B 1.61B – 1.70B +5.1% YoY	1.73B 1.72B – 1.73B +4.1% YoY	1.83B 1.80B – 1.86B +6.1% YoY	1.93B 1.89B – 1.96B +5.2% YoY
Net Income	32.41M est: 29.08M (+11.5%)	51.02M est: 49.87M (+2.3%)	45.82M est: 43.42M (+5.5%)	117.90M est: 111.95M (+5.3%)	131.13M est: 127.33M (+3.0%)	42.86M est: 44.64M (-4.0%)	131.00M est: 126.52M (+3.5%)	328.86M est: 325.74M (+1.0%)	103.20M est: 101.55M (+1.6%)	438.50M est: 414.46M (+5.8%)	625.20M est: 558.87M (+11.9%)	800.00M est: 753.32M (+6.2%)	650.20M est: 822.35M (-20.9%)	607.10M est: 714.91M (-15.1%)	760.50M est: 1.31B (-41.7%)	796.90M est: 1.53B (-48.0%)	1.74B 1.70B – 1.77B +13.3% YoY	1.91B 1.83B – 1.99B +9.9% YoY	1.95B 1.82B – 2.07B +2.0% YoY	2.30B 2.25B – 2.35B +18.3% YoY	2.52B 2.46B – 2.57B +9.3% YoY
SGA	51.69M est: 46.56M (+11.0%)	57.11M est: 56.00M (+2.0%)	68.66M est: 64.40M (+6.6%)	87.07M est: 82.45M (+5.6%)	99.47M est: 97.01M (+2.5%)	192.78M est: 182.85M (+5.4%)	239.56M est: 232.09M (+3.2%)	238.62M est: 237.47M (+0.5%)	524.90M est: 480.76M (+9.2%)	723.10M est: 686.00M (+5.4%)	708.60M est: 635.54M (+11.5%)	752.10M est: 705.00M (+6.7%)	925.10M est: 811.95M (+13.9%)	969.10M est: 954.17M (+1.6%)	1.00B est: 983.59M (+1.9%)	1.08B est: 1.05B (+2.4%)	1.14B 1.13B – 1.15B +8.2% YoY	1.20B 1.16B – 1.22B +5.1% YoY	1.25B 1.24B – 1.25B +4.1% YoY	1.32B 1.30B – 1.34B +6.1% YoY	1.39B 1.36B – 1.41B +5.2% YoY
EPS	0.24 est: 0.38 (-36.8%)	0.34 est: 0.51 (-33.3%)	0.30 est: 0.64 (-53.1%)	0.73 est: 0.90 (-18.9%)	0.79 est: 1.12 (-29.5%)	0.24 est: 1.31 (-81.7%)	0.65 est: 1.62 (-59.9%)	1.60 est: 1.93 (-16.9%)	0.44 est: 2.81 (-84.4%)	1.73 est: 3.72 (-53.5%)	2.44 est: 4.23 (-42.3%)	3.13 est: 4.97 (-37.1%)	2.56 est: 4.65 (-45.0%)	2.45 est: 2.83 (-13.4%)	3.09 est: 5.16 (-40.1%)	3.26 est: 6.07 (-46.3%)	6.91 6.73 – 6.99 +14.0% YoY	7.52 7.22 – 7.87 +8.8% YoY	7.93 7.19 – 8.19 +5.3% YoY	9.10 8.88 – 9.29 +14.8% YoY	9.95 9.71 – 10.16 +9.3% YoY

Recent Grade Changes (3M)

Date	Firm	Previous	New Grade	Action
2026-04-27	DA Davidson	Buy	Buy	Maintain
2026-04-24	Needham	Buy	Buy	Maintain
2026-04-21	Jefferies	Buy	Buy	Maintain
2026-04-17	DA Davidson	Buy	Buy	Maintain

Historical Ratings (3M)

Date	Rating	Overall	DCF	ROE	ROA	D/E	P/E	P/B
2026-05-28	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-27	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-26	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-22	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-21	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-20	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-19	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-18	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-15	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-14	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-13	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-12	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-11	B+	3/5	4/5	4/5	4/5	1/5	3/5	3/5
2026-05-08	A-	4/5	4/5	4/5	4/5	1/5	3/5	4/5
2026-05-07	A-	4/5	4/5	4/5	4/5	1/5	3/5	4/5
2026-05-06	A-	4/5	4/5	4/5	4/5	1/5	3/5	4/5
2026-05-05	A-	4/5	4/5	4/5	4/5	1/5	3/5	4/5
2026-05-04	A-	4/5	4/5	4/5	4/5	1/5	3/5	4/5
2026-05-01	A-	4/5	4/5	4/5	4/5	1/5	3/5	4/5
2026-04-30	A-	4/5	4/5	4/5	4/5	1/5	3/5	4/5
2026-04-29	B+	3/5	4/5	3/5	4/5	1/5	3/5	4/5
2026-04-28	B+	3/5	4/5	3/5	4/5	1/5	3/5	4/5
2026-04-27	B+	3/5	4/5	3/5	4/5	1/5	3/5	3/5
2026-04-24	A-	4/5	4/5	3/5	4/5	3/5	3/5	3/5
2026-04-23	A-	4/5	4/5	3/5	4/5	3/5	3/5	3/5
2026-04-22	B	3/5	4/5	3/5	4/5	1/5	2/5	3/5
2026-04-21	B	3/5	4/5	3/5	4/5	1/5	2/5	3/5
2026-04-20	B	3/5	4/5	3/5	4/5	1/5	2/5	3/5
2026-04-17	B	3/5	4/5	3/5	4/5	1/5	2/5	3/5
2026-04-16	B	3/5	4/5	3/5	4/5	1/5	2/5	3/5
2026-04-15	B	3/5	4/5	3/5	4/5	1/5	2/5	3/5

Owner Earnings

Owner's Earnings (history) From To

Owner alignment

Owner's Earnings TTM

1.76B

OE per share TTM

7.01

Owner's Yield

10.81%

Maintenance CapEx ratio

4.35%

Maint CapEx / Avg PPE

11.9%

Ownership Overview

Ownership breakdown

At a glance

Institutional holders

726

Total invested

13.48B

Insider transactions (90d)

Beneficial owners (>5%)

#	Reporting person ⇅	Amount owned ⇅	% of class ⇅	Sole voting ⇅	Shared voting ⇅	Sole dispositive ⇅	Shared dispositive ⇅	Type	Citizenship	Filing date ⇅	SEC filing
1	William C. Stone	34.48M	13.30%	34.48M	—	34.48M	—	IN	—	2022-02-07	↗
2	10	34.43M	13.20%	34.43M	—	34.43M	—	IN	United States of America	2021-01-27	↗
3	H&F Investors IV, LLC	23.55M	17.10%	—	—	—	—	OO	MARYLAND	2016-02-11	↗
4	Wellington Management Company LLP	20.53M	8.19%	—	13.68M	—	—	IA	Delaware	2019-02-12	↗
5	(1) BlackRock, Inc.	20.27M	8.00%	18.72M	—	20.27M	—	HC	Delaware	2022-02-04	↗
6	The Vanguard Group - 23-1945930	19.76M	7.77%	—	189.9K	19.30M	463.9K	IA	Pennsylvania For	2022-02-10	↗
7	EIN #00-0000000	16.64M	6.50%	—	16.64M	—	16.64M	IA, HC	Jersey, Channel Islands	2022-02-10	↗
8	George S. Loening	15.73M	6.20%	—	15.73M	—	—	HC, IN	Delaware	2022-02-14	↗
9	Select Equity Group, L.P.	15.73M	6.20%	—	15.73M	—	—	IA	Delaware	2022-02-14	↗
10	PZENA INVESTMENT MANAGEMENT, LLC	14.62M	5.90%	12.25M	—	14.62M	—	IA	DELAWARE	2024-02-09	↗
11	Wellington Group Holdings LLP	8.45M	3.30%	—	7.36M	—	—	HC	Massachusetts	2021-02-04	↗
12	Wellington Investment Advisors Holdings LLP	8.45M	3.30%	—	7.36M	—	—	HC	Massachusetts	2021-02-04	↗
13	Wellington Management Group LLP	8.45M	3.30%	—	7.36M	—	—	HC	Massachusetts	2021-02-04	↗
14	52-0556948	7.93M	3.10%	2.39M	—	7.93M	—	IA	Maryland	2020-02-14	↗
15	Samsara BioCapital, L.P.	6.68M	8.20%	—	—	—	—	PN	Delaware	2017-06-12	↗
16	Abigail P. Johnson	6.49M	6.67%	—	—	6.49M	—	IN	United States of America	2016-02-12	↗
17	FMR LLC	6.49M	6.67%	347.3K	—	6.49M	—	HC	Delaware	2016-02-12	↗
18	BAMCO INC /NY/710987913	4.47M	4.59%	—	4.08M	—	4.47M	IA, CO	New York	2016-02-16	↗
19	MSD Partners, L.P.	3.75M	3.90%	—	3.75M	—	3.75M	PN	Delaware	2016-02-16	↗
20	MSD Torchlight Partners, L.P.	3.51M	3.60%	—	3.51M	—	3.51M	PN	Delaware	2016-02-16	↗
21	Marco Alliance Limited	3.17M	17.75%	59.4K	4.5K	5.46M	58.9K	CO	Pennsylvania	2016-02-10	↗
22	B. Riley Financial, Inc.	1.76M	16.00%	130.5K	30.3K	14.22M	157.8K	HC	Pennsylvania	2018-02-12	↗
23	Highland Capital Management, L.P.	1.65M	7.74%	99.0K	19.7K	12.74M	109.2K	IA, PN	Pennsylvania	2017-02-10	↗
24	MSD Torchlight Partners (MM), L.P.	244.8K	0.30%	—	244.8K	—	244.8K	PN	Delaware	2016-02-16	↗

Institutional Activity (13F)

Institutional ownership trend From To

13F snapshot — 2026 Q1

Investors holding

726

-39 vs prev Q

New positions

101

Closed positions

145

Increased

383

Reduced

255

Put/Call ratio

0.79

Calls held

497.5K

Puts held

394.8K

Top institutional holders

#	Investor ⇅	Shares / Δ ⇅	Mkt value / Δ ⇅	Own% / Δ ⇅	Weight% / Δ ⇅	Avg px / Perf. ⇅	Hold / Status ⇅
1	BLACKROCK, INC.	27.95M -376.1K (-1.3%)	2.44B -70.8M (-2.8%)	11.44% -0.126 pp	0.04% -0.003 pp	USD74.78 +16.9%	6 qtrs —
2	VANGUARD GROUP INC	20.53M +74.2K (+0.4%)	1.79B -20.9M (-1.2%)	8.40% +0.051 pp	0.03% -0.001 pp	USD34.93 +150.3%	63 qtrs —
3	JANUS HENDERSON GROUP PLC	14.02M -2.5M (-15.2%)	1.23B -242.4M (-16.5%)	5.74% -1.015 pp	0.55% -0.121 pp	USD45.00 +94.3%	38 qtrs —
4	PZENA INVESTMENT MANAGEMENT LLC	10.31M +137.7K (+1.4%)	901.61M -1.6M (-0.2%)	4.25% +0.093 pp	2.70% -0.220 pp	USD63.30 +38.1%	19 qtrs —
5	FMR LLC	7.75M +2.1M (+38.1%)	677.47M +179.4M (+36.0%)	3.17% +0.881 pp	0.03% +0.009 pp	USD73.03 +19.7%	58 qtrs —
6	STATE STREET CORP	6.06M +125.6K (+2.1%)	530.12M +3.0M (+0.6%)	2.48% +0.057 pp	0.02% -0.001 pp	USD49.26 +77.5%	51 qtrs —
7	BANK OF MONTREAL /CAN/	5.13M +5.0M (+4,424.6%)	448.13M +438.1M (+4,356.3%)	2.11% +2.065 pp	0.16% +0.151 pp	USD87.06 +0.4%	51 qtrs —
8	BOSTON PARTNERS	4.29M -151.0K (-3.4%)	374.58M -19.4M (-4.9%)	1.75% -0.057 pp	0.39% -0.017 pp	USD70.95 +23.2%	23 qtrs —
9	CANTILLON CAPITAL MANAGEMENT LLC	4.26M +32.1K (+0.8%)	372.28M -2.9M (-0.8%)	1.75% +0.028 pp	2.01% -0.052 pp	USD48.36 +80.8%	38 qtrs —
10	SWEDBANK AB	3.74M +34.3K (+0.9%)	327.35M -2.0M (-0.6%)	1.54% +0.027 pp	0.32% -0.017 pp	USD75.87 +15.2%	20 qtrs —
11	GEODE CAPITAL MANAGEMENT, LLC	3.73M +2.5K (+0.1%)	325.26M -4.7M (-1.4%)	1.53% +0.005 pp	0.02% -0.001 pp	USD49.21 +77.6%	63 qtrs —
12	DIAMOND HILL CAPITAL MANAGEMENT INC	3.15M -255.9K (-7.5%)	275.66M -26.9M (-8.9%)	1.30% -0.093 pp	1.41% -0.024 pp	USD67.71 +29.1%	17 qtrs —
13	PRICE T ROWE ASSOCIATES INC /MD/	3.13M -413.1K (-11.6%)	273.97M -40.9M (-13.0%)	1.28% -0.166 pp	0.03% -0.004 pp	USD52.46 +66.6%	63 qtrs —
14	DIMENSIONAL FUND ADVISORS LP	3.06M +76.1K (+2.6%)	267.14M +2.7M (+1.0%)	1.26% +0.042 pp	0.06% -0.001 pp	USD51.91 +68.4%	51 qtrs —
15	BANK OF AMERICA CORP /DE/	2.99M -404.5K (-11.9%)	261.45M -39.9M (-13.2%)	1.22% -0.162 pp	0.02% -0.001 pp	USD72.41 +20.7%	52 qtrs —
16	NORGES BANK	2.78M +2.8M (+100.0%)	242.85M +242.8M (+100.0%)	1.14% +1.144 pp	0.03% +0.026 pp	USD87.42 +0.0%	1 qtrs NEW
17	LYRICAL ASSET MANAGEMENT LP	2.52M +2.5M (+100.0%)	220.57M +220.6M (+100.0%)	1.04% +1.039 pp	2.88% +2.885 pp	USD87.42 +0.0%	1 qtrs NEW
18	GOLDMAN SACHS GROUP INC	2.27M +743.4K (+48.8%)	198.26M +62.9M (+46.5%)	0.93% +0.304 pp	0.02% +0.008 pp	USD79.37 +10.1%	61 qtrs —
19	AQR CAPITAL MANAGEMENT LLC	2.20M -165.0K (-7.0%)	192.11M -17.6M (-8.4%)	0.90% -0.065 pp	0.10% -0.034 pp	USD70.14 +24.6%	55 qtrs —
20	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	2.01M +253.7K (+14.4%)	176.10M +19.8M (+12.7%)	0.82% +0.104 pp	0.25% +0.024 pp	USD76.09 +14.9%	35 qtrs —
21	SNYDER CAPITAL MANAGEMENT L P	1.96M +64.2K (+3.4%)	171.53M +3.1M (+1.8%)	0.81% +0.033 pp	3.20% +0.012 pp	USD63.43 +37.8%	13 qtrs —
22	FRANKLIN RESOURCES INC	1.80M -293.6K (-14.0%)	157.50M -28.5M (-15.3%)	0.74% -0.114 pp	0.04% -0.008 pp	USD52.63 +66.1%	22 qtrs —
23	ALKEON CAPITAL MANAGEMENT LLC	1.76M +— (+0.0%)	154.29M -2.4M (-1.5%)	0.72% +0.002 pp	0.24% +0.014 pp	USD54.58 +60.2%	42 qtrs —
24	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	1.71M -1.4K (-0.1%)	149.26M -2.4M (-1.6%)	0.70% 0.000 pp	0.79% -0.027 pp	USD61.29 +42.6%	27 qtrs —
25	QUBE RESEARCH & TECHNOLOGIES LTD	1.49M +1.0M (+210.8%)	129.92M +87.5M (+206.1%)	0.61% +0.413 pp	0.13% +0.088 pp	USD84.18 +3.8%	23 qtrs —
26	ALLIANCEBERNSTEIN L.P.	1.41M +146.1K (+11.6%)	123.06M +11.1M (+9.9%)	0.58% +0.061 pp	0.04% +0.004 pp	USD85.58 +2.2%	61 qtrs —
27	NORTHERN TRUST CORP	1.31M -20.5K (-1.5%)	114.21M -3.6M (-3.0%)	0.53% -0.007 pp	0.01% -0.001 pp	USD44.44 +96.7%	51 qtrs —
28	KBC GROUP NV	1.24M +239.1K (+23.9%)	108.41M +19.6M (+22.0%)	0.51% +0.098 pp	0.25% +0.034 pp	USD78.21 +11.8%	35 qtrs —
29	LEGAL & GENERAL GROUP PLC	1.21M -53.0K (-4.2%)	105.40M -6.3M (-5.7%)	0.50% -0.017 pp	0.02% -0.002 pp	USD60.55 +44.4%	46 qtrs —
30	HUDSON WAY CAPITAL MANAGEMENT LLC	1.20M -13.1K (-1.1%)	104.84M -2.8M (-2.6%)	0.49% -0.004 pp	8.33% -0.792 pp	USD69.97 +24.9%	12 qtrs —
31	AMUNDI	1.20M +580.6K (+94.2%)	104.63M +50.8M (+94.4%)	0.49% +0.238 pp	0.03% +0.011 pp	USD84.43 +3.5%	19 qtrs —
32	UBS ASSET MANAGEMENT AMERICAS INC	1.17M +145.7K (+14.2%)	102.23M +11.4M (+12.5%)	0.48% +0.061 pp	0.02% +0.002 pp	USD62.96 +38.9%	63 qtrs —
33	PROGENY 3, INC.	1.13M +— (+0.0%)	98.39M -1.5M (-1.5%)	0.46% +0.001 pp	5.30% +0.143 pp	USD67.23 +30.0%	9 qtrs —
34	CAPITAL INTERNATIONAL INVESTORS	1.12M +4.7K (+0.4%)	98.06M -1.1M (-1.1%)	0.46% +0.006 pp	0.02% -0.001 pp	USD69.58 +25.6%	16 qtrs —
35	MORGAN STANLEY	1.09M +42.5K (+4.1%)	94.87M +2.3M (+2.5%)	0.44% +0.018 pp	0.01% +0.000 pp	USD64.56 +35.4%	51 qtrs —
36	BRANDES INVESTMENT PARTNERS, LP	1.05M +26.4K (+2.6%)	92.05M +932.9K (+1.0%)	0.43% +0.015 pp	0.70% -0.030 pp	USD67.89 +28.8%	11 qtrs —
37	SENATOR INVESTMENT GROUP LP	1.04M +58.3K (+6.0%)	90.50M +3.8M (+4.4%)	0.43% +0.028 pp	3.63% +0.425 pp	USD76.53 +14.2%	6 qtrs —
38	VICTORY CAPITAL MANAGEMENT INC	897.5K -209.0K (-18.9%)	78.46M -19.8M (-20.1%)	0.37% -0.082 pp	0.04% -0.013 pp	USD63.92 +36.8%	45 qtrs —
39	JUNTO CAPITAL MANAGEMENT LP	883.7K -122.2K (-12.1%)	77.25M -12.0M (-13.5%)	0.36% -0.049 pp	1.70% -0.127 pp	USD88.76 -1.5%	2 qtrs —
40	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	870.2K +22.5K (+2.7%)	76.08M +831.4K (+1.1%)	0.36% +0.010 pp	0.01% 0.000 pp	USD52.51 +66.5%	60 qtrs —
41	LAKEWOOD CAPITAL MANAGEMENT, LP	819.0K +49.0K (+6.4%)	71.59M +3.3M (+4.8%)	0.34% +0.021 pp	4.74% -0.419 pp	USD71.37 +22.5%	7 qtrs —
42	PACER ADVISORS, INC.	813.7K -47.4K (-5.5%)	71.13M -5.3M (-6.9%)	0.33% -0.019 pp	0.18% -0.011 pp	USD83.50 +4.7%	4 qtrs —
43	PANAGORA ASSET MANAGEMENT INC	813.5K +226.1K (+38.5%)	71.12M +19.0M (+36.4%)	0.33% +0.093 pp	0.25% +0.042 pp	USD74.64 +17.1%	50 qtrs —
44	TURTLE CREEK ASSET MANAGEMENT INC.	808.5K -109.6K (-11.9%)	70.68M -10.8M (-13.3%)	0.33% -0.044 pp	3.11% +0.651 pp	USD47.41 +84.4%	39 qtrs —
45	WEDGE CAPITAL MANAGEMENT L L P/NC	768.9K -53.6K (-6.5%)	67.22M -5.8M (-7.9%)	0.31% -0.022 pp	1.21% -0.030 pp	USD82.01 +6.6%	15 qtrs —
46	RUSSELL INVESTMENTS GROUP, LTD.	764.7K +46.5K (+6.5%)	66.88M +3.2M (+4.9%)	0.31% +0.020 pp	0.07% +0.001 pp	USD75.74 +15.4%	37 qtrs —
47	CITADEL ADVISORS LLC	747.2K +27.7K (+3.8%)	65.32M +1.5M (+2.3%)	0.31% +0.012 pp	0.01% +0.000 pp	USD80.28 +8.9%	45 qtrs —
48	FIRST TRUST ADVISORS LP	723.0K -49.3K (-6.4%)	63.21M -5.3M (-7.8%)	0.30% -0.018 pp	0.05% -0.005 pp	USD74.59 +17.2%	42 qtrs —
49	MACKENZIE FINANCIAL CORP	698.6K -29.1K (-4.0%)	61.70M -2.9M (-4.5%)	0.29% -0.011 pp	0.07% -0.005 pp	USD65.67 +33.1%	25 qtrs —
50	GMT CAPITAL CORP	703.4K -75.6K (-9.7%)	61.49M -7.7M (-11.1%)	0.29% -0.028 pp	3.21% +0.072 pp	USD57.43 +52.2%	23 qtrs —
51	BANK OF NEW YORK MELLON CORP	699.5K -216.7K (-23.7%)	61.15M -20.2M (-24.8%)	0.29% -0.086 pp	0.01% -0.005 pp	USD57.53 +52.0%	63 qtrs —
52	UBS GROUP AG	688.5K -87.0K (-11.2%)	60.19M -8.6M (-12.6%)	0.28% -0.035 pp	0.01% -0.001 pp	USD69.92 +25.0%	45 qtrs —
53	—	680.0K -50.0K (-6.8%)	59.45M -5.3M (-8.3%)	0.28% -0.020 pp	0.86% -0.143 pp	USD82.33 +6.2%	5 qtrs —
54	ENVESTNET ASSET MANAGEMENT INC	674.1K -93.7K (-12.2%)	58.93M -9.2M (-13.5%)	0.28% -0.038 pp	0.02% -0.002 pp	USD69.43 +25.9%	47 qtrs —
55	WELLS FARGO & COMPANY/MN	653.0K -30.5K (-4.5%)	57.09M -3.6M (-5.9%)	0.27% -0.012 pp	0.01% -0.001 pp	USD63.84 +36.9%	57 qtrs —
56	COMMERCE BANK	645.1K +15.3K (+2.4%)	56.39M +497.7K (+0.9%)	0.27% +0.009 pp	0.31% +0.000 pp	USD84.77 +3.1%	7 qtrs —
57	SUNRIVER MANAGEMENT LLC	630.9K +123.9K (+24.4%)	55.15M +10.1M (+22.6%)	0.26% +0.053 pp	5.78% +0.890 pp	USD83.92 +4.2%	26 qtrs —
58	NEW SOUTH CAPITAL MANAGEMENT INC	625.3K +2.5K (+0.4%)	54.67M -620.1K (-1.1%)	0.26% +0.003 pp	2.52% -0.005 pp	USD62.55 +39.8%	23 qtrs —
59	NORTH STAR ASSET MANAGEMENT INC	608.0K +2.4K (+0.4%)	53.15M -604.0K (-1.1%)	0.25% +0.002 pp	2.14% -0.036 pp	USD47.29 +84.9%	39 qtrs —
60	SWISS NATIONAL BANK	602.4K -37.4K (-5.8%)	52.66M -4.1M (-7.3%)	0.25% -0.013 pp	0.03% -0.002 pp	USD48.92 +78.7%	51 qtrs —
61	NATIXIS ADVISORS, L.P.	589.3K -12.1K (-2.0%)	51.51M -1.9M (-3.5%)	0.24% -0.003 pp	0.07% -0.005 pp	USD64.99 +34.5%	53 qtrs —
62	RIVER ROAD ASSET MANAGEMENT, LLC	582.9K -10.3K (-1.7%)	50.96M -1.7M (-3.2%)	0.24% -0.004 pp	0.56% -0.031 pp	USD78.52 +11.3%	17 qtrs —
63	BAMCO INC /NY/	578.7K -3.8K (-0.7%)	50.59M -1.1M (-2.2%)	0.24% -0.001 pp	0.14% +0.000 pp	USD21.13 +313.7%	53 qtrs —
64	RAYMOND JAMES FINANCIAL INC	574.1K +371.0 (+0.1%)	50.19M -736.3K (-1.4%)	0.24% +0.001 pp	0.02% -0.001 pp	USD76.90 +13.7%	5 qtrs —
65	INVESCO LTD.	563.7K +3.8K (+0.7%)	49.28M -418.2K (-0.8%)	0.23% +0.002 pp	0.01% 0.000 pp	USD69.58 +25.6%	57 qtrs —
66	DEUTSCHE BANK AG\	556.8K +51.3K (+10.2%)	48.68M +3.8M (+8.5%)	0.23% +0.023 pp	0.02% +0.001 pp	USD71.31 +22.6%	50 qtrs —
67	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	555.1K -117.5K (-17.5%)	48.52M -11.2M (-18.7%)	0.23% -0.046 pp	0.03% -0.008 pp	USD50.68 +72.5%	55 qtrs —
68	DANSKE BANK A/S	521.0K +264.4K (+103.0%)	45.55M +22.8M (+99.9%)	0.21% +0.108 pp	0.11% +0.049 pp	USD79.95 +9.3%	8 qtrs —
69	SUMITOMO MITSUI TRUST HOLDINGS, INC.	510.6K +1.7K (+0.3%)	44.64M -533.8K (-1.2%)	0.21% +0.001 pp	0.03% +0.000 pp	USD62.54 +39.8%	35 qtrs —
70	TREASURER OF THE STATE OF NORTH CAROLINA	478.2K -8.2K (-1.7%)	41.81M -1.4M (-3.2%)	0.20% -0.002 pp	0.13% +0.001 pp	USD72.61 +20.4%	32 qtrs —
71	GOTHAM ASSET MANAGEMENT, LLC	474.0K +36.2K (+8.3%)	41.44M +2.6M (+6.6%)	0.19% +0.015 pp	0.15% -0.018 pp	USD76.52 +14.2%	39 qtrs —
72	SQUAREPOINT OPS LLC	471.1K +412.0K (+698.0%)	41.18M +35.9M (+685.9%)	0.19% +0.169 pp	0.04% +0.039 pp	USD87.59 -0.2%	2 qtrs —
73	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	454.5K +13.2K (+3.0%)	39.73M +564.3K (+1.4%)	0.19% +0.006 pp	0.04% 0.000 pp	USD44.06 +98.4%	52 qtrs —
74	SEIZERT CAPITAL PARTNERS, LLC	446.6K -4.3K (-1.0%)	39.05M -982.1K (-2.5%)	0.18% -0.002 pp	1.65% -0.085 pp	USD83.73 +4.4%	3 qtrs —
75	JPMORGAN CHASE & CO	438.4K +66.5K (+17.9%)	38.32M +5.3M (+16.1%)	0.18% +0.029 pp	0.00% +0.000 pp	USD69.28 +26.2%	44 qtrs —
76	GREAT LAKES ADVISORS, LLC	404.0K -16.9K (-4.0%)	35.32M -2.0M (-5.5%)	0.17% -0.007 pp	0.29% -0.024 pp	USD70.16 +24.6%	35 qtrs —
77	THOMPSON SIEGEL & WALMSLEY LLC	401.9K +14.3K (+3.7%)	35.14M +729.0K (+2.1%)	0.17% +0.007 pp	0.59% +0.034 pp	USD76.69 +14.0%	6 qtrs —
78	KOREA INVESTMENT CORP	398.8K +56.3K (+16.4%)	34.86M +4.5M (+14.7%)	0.16% +0.023 pp	0.07% +0.006 pp	USD71.60 +22.1%	19 qtrs —
79	PRANA CAPITAL MANAGEMENT, LP	393.1K -56.8K (-12.6%)	34.37M -5.6M (-13.9%)	0.16% -0.023 pp	1.25% -0.085 pp	USD79.50 +10.0%	19 qtrs —
80	AMERIPRISE FINANCIAL INC	380.0K +32.9K (+9.5%)	33.22M +2.4M (+7.8%)	0.16% +0.014 pp	0.01% +0.000 pp	USD69.42 +25.9%	55 qtrs —
81	BARCLAYS PLC	372.6K +110.8K (+42.3%)	32.57M +13.1M (+67.7%)	0.15% +0.046 pp	0.01% +0.003 pp	USD78.13 +11.9%	51 qtrs —
82	CITIGROUP INC	366.9K -17.1K (-4.5%)	32.07M -2.0M (-5.9%)	0.15% -0.007 pp	0.01% -0.001 pp	USD79.41 +10.1%	54 qtrs —
83	ZWJ INVESTMENT COUNSEL INC	366.4K +1.3K (+0.4%)	32.03M -374.3K (-1.2%)	0.15% +0.001 pp	1.16% +0.011 pp	USD66.98 +30.5%	18 qtrs —
84	NORDEA INVESTMENT MANAGEMENT AB	332.6K -78.2K (-19.0%)	29.31M -7.0M (-19.4%)	0.14% -0.032 pp	0.03% -0.007 pp	USD70.58 +23.9%	41 qtrs —
85	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	330.8K +— (+0.0%)	28.92M -443.0K (-1.5%)	0.14% +0.000 pp	0.11% -0.002 pp	USD67.91 +28.7%	46 qtrs —
86	CRESSET ASSET MANAGEMENT, LLC	316.0K +51.5K (+19.5%)	27.62M +4.1M (+17.6%)	0.13% +0.021 pp	0.12% +0.017 pp	USD67.08 +30.3%	11 qtrs —
87	SUSQUEHANNA INTERNATIONAL GROUP, LLP	300.5K -238.4K (-44.2%)	26.27M -21.6M (-45.1%)	0.12% -0.097 pp	0.00% -0.002 pp	USD81.27 +7.6%	33 qtrs —
88	FOSTER VICTOR WEALTH ADVISORS, LLC	295.4K +22.0K (+8.0%)	25.34M +1.3M (+5.4%)	0.12% +0.009 pp	1.48% -0.020 pp	USD65.84 +32.8%	23 qtrs —
89	SHAPIRO CAPITAL MANAGEMENT LLC	289.0K -95.0K (-24.8%)	25.26M -8.8M (-25.9%)	0.12% -0.039 pp	1.33% -0.143 pp	USD52.06 +67.9%	13 qtrs —
90	MILLENNIUM MANAGEMENT LLC	287.8K -124.7K (-30.2%)	25.16M -11.5M (-31.3%)	0.12% -0.051 pp	0.01% -0.005 pp	USD82.37 +6.1%	29 qtrs —
91	NUVEEN, LLC	286.3K +1.4K (+0.5%)	25.02M -261.0K (-1.0%)	0.12% +0.001 pp	0.01% 0.000 pp	USD83.55 +4.6%	4 qtrs —
92	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	282.9K +247.4K (+696.8%)	24.73M +21.6M (+684.7%)	0.12% +0.101 pp	0.84% +0.720 pp	USD87.59 -0.2%	2 qtrs —
93	LSV ASSET MANAGEMENT	282.0K -12.6K (-4.3%)	24.65M -1.5M (-5.7%)	0.12% -0.005 pp	0.05% -0.004 pp	USD67.53 +29.5%	16 qtrs —
94	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	280.1K +280.1K (+100.0%)	24.49M +24.5M (+100.0%)	0.12% +0.115 pp	0.03% +0.028 pp	USD87.42 +0.0%	6 qtrs —
95	RHUMBLINE ADVISERS	279.8K -612.0 (-0.2%)	24.46M -429.3K (-1.7%)	0.11% +0.000 pp	0.02% 0.000 pp	USD46.84 +86.6%	51 qtrs —
96	CAPITAL INVESTMENT SERVICES OF AMERICA, INC.	278.1K -13.1K (-4.5%)	24.31M -1.5M (-5.9%)	0.11% -0.005 pp	2.29% -0.002 pp	USD39.07 +123.8%	37 qtrs —
97	VINVA INVESTMENT MANAGEMENT LTD	267.8K +253.3K (+1,745.4%)	23.70M +22.4M (+1,753.3%)	0.11% +0.104 pp	0.30% +0.270 pp	USD86.87 +0.6%	11 qtrs —
98	HERON BAY CAPITAL MANAGEMENT	270.7K -1.1K (-0.4%)	23.66M -460.1K (-1.9%)	0.11% 0.000 pp	4.51% +0.011 pp	USD57.57 +51.8%	14 qtrs —
99	LOOMIS SAYLES & CO L P	268.1K +11.8K (+4.6%)	23.44M +688.4K (+3.0%)	0.11% +0.006 pp	0.03% +0.001 pp	USD75.75 +15.4%	6 qtrs —
100	APG ASSET MANAGEMENT N.V.	283.9K +87.0K (+44.2%)	21.13M +6.3M (+42.1%)	0.12% +0.037 pp	0.06% +0.018 pp	USD68.57 +27.5%	34 qtrs —

Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter

Ratio by transactions

1.31

Neutral

Ratio by volume

1.35

Neutral

Buys

Sells

Shares acquired

52.5K

Shares disposed

38.8K

Cash buys

—

Cash sales

3.00

Net activity

+13,660

Insider buys vs sells (history) From To

Recent insider transactions From To

Date	Person	Role	Transaction	A/D	Security	Shares	Price	Value	Owned after	D/I	Filing
2026-05-22	ZAMKOW MICHAEL JAY	Director	M-Exempt	A	Common Stock	3,000	30.45	91.3K	21,404	D	↗
2026-05-20	ZAMKOW MICHAEL JAY	Director	M-Exempt	D	Restricted Stock Units	2,580	0.00	—	0	D	↗
2026-05-20	Walton Debra	Director	M-Exempt	A	Common Stock	2,580	0.00	—	7,600	D	↗
2026-05-20	Varsano David	Director	M-Exempt	D	Restricted Stock Units	2,580	0.00	—	0	D	↗
2026-05-20	Vanni d'Archirafi Francesco Paolo	Director	A-Award	A	Restricted Stock Units	3,200	0.00	—	3,200	D	↗
2026-05-20	MICHAEL JONATHAN E	Director	M-Exempt	D	Stock Option (right to buy)	6,000	30.45	182.7K	0	D	↗
2026-05-20	Conjeevaram Smita	Director	M-Exempt	D	Restricted Stock Units	2,580	0.00	—	0	D	↗
2026-05-20	BOULANGER NORMAND A	Director	M-Exempt	D	Restricted Stock Units	2,580	0.00	—	0	D	↗
2026-03-27	Varsano David	Director	M-Exempt	A	Common Stock	6,000	30.45	182.7K	86,424	D	↗
2026-03-24	Vanni d'Archirafi Francesco Paolo	Director	M-Exempt	A	Common Stock	1,224	0.00	—	1,224	D	↗
2026-03-02	White Jason Douglas	Officer	F-InKind	D	Common Stock	3,362	75.19	252.8K	59,943	D	↗
2026-03-02	STONE WILLIAM C	Director / Officer / 10% Owner	M-Exempt	D	Restricted Stock Units	21,949	0.00	—	0	D	↗
2026-03-02	Kanwar Rahul	Officer	M-Exempt	D	Restricted Stock Units	17,560	0.00	—	0	D	↗
2026-02-22	White Jason Douglas	Officer	M-Exempt	D	Restricted Stock Units	5,966	0.00	—	5,811	D	↗
2026-02-22	Schell Brian N	Officer	M-Exempt	D	Restricted Stock Units	5,304	0.00	—	5,165	D	↗
2026-02-22	STONE WILLIAM C	Director / Officer / 10% Owner	M-Exempt	D	Restricted Stock Units	19,890	0.00	—	19,368	D	↗
2026-02-22	Kanwar Rahul	Officer	M-Exempt	D	Restricted Stock Units	15,913	0.00	—	15,495	D	↗
2026-02-14	White Jason Douglas	Officer	M-Exempt	D	Restricted Stock Units	4,282	0.00	—	8,459	D	↗
2026-02-14	Schell Brian N	Officer	M-Exempt	D	Restricted Stock Units	3,806	0.00	—	7,520	D	↗
2026-02-14	STONE WILLIAM C	Director / Officer / 10% Owner	M-Exempt	A	Common Stock	14,273	0.00	—	32,428,969	D	↗
2026-02-14	Kanwar Rahul	Officer	M-Exempt	D	Restricted Stock Units	11,418	0.00	—	22,559	D	↗
2026-02-13	White Jason Douglas	Officer	A-Award	A	Restricted Stock Units	15,606	0.00	—	15,606	D	↗
2026-02-13	Schell Brian N	Officer	M-Exempt	D	Performance Stock Units	73,588	0.00	—	0	D	↗
2026-02-13	STONE WILLIAM C	Director / Officer / 10% Owner	A-Award	A	Performance Stock Units	263,394	0.00	—	263,394	D	↗
2026-02-13	Kanwar Rahul	Officer	M-Exempt	D	Performance Stock Units	210,715	0.00	—	0	D	↗
2025-12-23	STONE WILLIAM C	Director / Officer / 10% Owner	G-Gift	D	Common Stock	148,000	0.00	—	32,151,302	D	↗
2025-11-25	BOULANGER NORMAND A	Director	M-Exempt	D	Stock Option (right to buy)	200,000	33.89	6.78M	0	D	↗
2025-10-13	STONE WILLIAM C	Director / Officer / 10% Owner	M-Exempt	A	Common Stock	420,000	33.89	14.23M	32,299,302	D	↗
2025-08-15	Schell Brian N	Officer	M-Exempt	A	Common Stock	39,616	0.00	—	64,909	D	↗
2025-05-21	ZAMKOW MICHAEL JAY	Director	M-Exempt	D	Restricted Stock Units	3,348	0.00	—	0	D	↗
2025-05-21	Walton Debra	Director	M-Exempt	D	Restricted Stock Units	3,348	0.00	—	0	D	↗
2025-05-21	Varsano David	Director	M-Exempt	D	Restricted Stock Units	3,348	0.00	—	0	D	↗
2025-05-21	Vanni d'Archirafi Francesco Paolo	Director	A-Award	A	Restricted Stock Units	2,547	0.00	—	2,547	D	↗
2025-05-21	MICHAEL JONATHAN E	Director	M-Exempt	D	Restricted Stock Units	3,348	0.00	—	0	D	↗
2025-05-21	Conjeevaram Smita	Director	M-Exempt	D	Restricted Stock Units	3,348	0.00	—	0	D	↗
2025-05-21	BOULANGER NORMAND A	Director	M-Exempt	A	Common Stock	3,348	0.00	—	336,924	D	↗
2025-05-13	ZAMKOW MICHAEL JAY	Director	S-Sale	D	Common Stock	12,500	79.92	999.0K	12,476	D	↗
2025-05-02	ZAMKOW MICHAEL JAY	Director	M-Exempt	D	Stock Option (right to buy)	6,000	30.19	181.1K	0	D	↗
2025-05-01	MICHAEL JONATHAN E	Director	P-Purchase	A	Common Stock	2,700	75.53	203.9K	72,776	D	↗
2025-03-24	Vanni d'Archirafi Francesco Paolo	Director	A-Award	A	Restricted Stock Units	1,209	0.00	—	1,209	D	↗
2025-03-21	Varsano David	Director	M-Exempt	A	Common Stock	6,000	30.19	181.1K	77,076	D	↗
2025-03-19	MICHAEL JONATHAN E	Director	M-Exempt	A	Common Stock	6,000	30.19	181.1K	66,500	D	↗
2025-03-03	White Jason Douglas	Officer	F-InKind	D	Common Stock	3,321	89.05	295.7K	12,490	D	↗
2025-03-03	STONE WILLIAM C	Director / Officer / 10% Owner	M-Exempt	A	Common Stock	21,729	0.00	—	31,879,302	D	↗
2025-03-03	Kanwar Rahul	Officer	F-InKind	D	Common Stock	9,592	89.05	854.2K	74,097	D	↗
2025-03-02	White Jason Douglas	Officer	M-Exempt	D	Restricted Stock Units	6,515	0.00	—	6,338	D	↗
2025-03-02	STONE WILLIAM C	Director / Officer / 10% Owner	M-Exempt	D	Restricted Stock Units	21,729	0.00	—	21,125	D	↗
2025-03-02	Kanwar Rahul	Officer	M-Exempt	D	Restricted Stock Units	17,373	0.00	—	16,901	D	↗
2025-02-27	ZAMKOW MICHAEL JAY	Director	G-Gift	A	Common Stock	15,300	0.00	—	37,876	D	↗
2025-02-25	ZAMKOW MICHAEL JAY	Director	S-Sale	D	Common Stock	23,000	88.39	2.03M	23,200	I	↗
2025-02-24	White Jason Douglas	Officer	M-Exempt	A	Common Stock	5,894	0.00	—	12,306	D	↗
2025-02-24	Schell Brian N	Officer	F-InKind	D	Common Stock	1,613	88.60	142.9K	25,293	D	↗
2025-02-24	STONE WILLIAM C	Director / Officer / 10% Owner	M-Exempt	A	Common Stock	19,647	0.00	—	31,857,573	D	↗
2025-02-24	Kanwar Rahul	Officer	M-Exempt	A	Common Stock	15,717	0.00	—	73,359	D	↗
2025-02-22	White Jason Douglas	Officer	M-Exempt	D	Restricted Stock Units	5,894	0.00	—	11,622	D	↗
2025-02-22	Schell Brian N	Officer	M-Exempt	D	Restricted Stock Units	5,239	0.00	—	10,330	D	↗
2025-02-22	STONE WILLIAM C	Director / Officer / 10% Owner	M-Exempt	D	Restricted Stock Units	19,647	0.00	—	38,736	D	↗
2025-02-22	Kanwar Rahul	Officer	M-Exempt	D	Restricted Stock Units	15,717	0.00	—	30,989	D	↗
2025-02-18	White Jason Douglas	Officer	M-Exempt	D	Stock Option (right to buy)	56,000	50.01	2.80M	0	D	↗
2025-02-14	White Jason Douglas	Officer	A-Award	A	Stock Option (right to buy)	55,694	88.66	4.94M	55,694	D	↗
2025-02-14	Schell Brian N	Officer	A-Award	A	Restricted Stock Units	11,280	0.00	—	11,280	D	↗
2025-02-14	STONE WILLIAM C	Director / Officer / 10% Owner	A-Award	A	Restricted Stock Units	42,297	0.00	—	42,297	D	↗
2025-02-14	Kanwar Rahul	Officer	A-Award	A	Stock Option (right to buy)	143,080	81.40	11.65M	143,080	D	↗
2025-01-10	Walton Debra	Director	M-Exempt	A	Common Stock	1,672	0.00	—	1,672	D	↗
2024-12-10	STONE WILLIAM C	Director / Officer / 10% Owner	M-Exempt	A	Common Stock	132,700	28.27	3.75M	31,970,626	D	↗
2024-12-05	STONE WILLIAM C	Director / Officer / 10% Owner	S-Sale	D	Common Stock	247,300	76.61	18.94M	31,837,926	D	↗
2024-11-26	White Jason Douglas	Officer	M-Exempt	D	Stock Option (right to buy)	29,000	50.01	1.45M	56,000	D	↗
2024-11-26	STONE WILLIAM C	Director / Officer / 10% Owner	G-Gift	D	Common Stock	116,660	0.00	—	31,837,926	D	↗
2024-09-20	ZAMKOW MICHAEL JAY	Director	S-Sale	D	Common Stock	19,000	75.97	1.44M	22,576	D	↗
2024-09-16	BOULANGER NORMAND A	Director	S-Sale	D	Common Stock	130,000	75.38	9.80M	333,576	—	↗
2024-08-21	Kanwar Rahul	Officer	A-Award	A	Common Stock	150,000	29.25	4.39M	207,642	—	↗
2024-08-20	Kanwar Rahul	Officer	M-Exempt	A	Common Stock	87,810	28.27	2.48M	145,452	—	↗
2024-08-15	Schell Brian N	Officer	M-Exempt	D	Restricted Stock Units	39,114	0.00	—	76,983	—	↗
2024-08-13	Conjeevaram Smita	Director	M-Exempt	D	Stock Option (right to buy)	42,500	36.94	1.57M	0	—	↗
2024-06-17	ZAMKOW MICHAEL JAY	Director	M-Exempt	A	Common Stock	7,500	22.38	167.8K	49,076	—	↗
2024-06-04	ZAMKOW MICHAEL JAY	Director	M-Exempt	A	Common Stock	10,000	22.38	223.8K	51,576	—	↗
2024-05-29	ZAMKOW MICHAEL JAY	Director	M-Exempt	D	Restricted Stock Units	3,576	0.00	—	0	—	↗
2024-05-29	Walton Debra	Director	A-Award	A	Restricted Stock Units	3,304	0.00	—	3,304	—	↗
2024-05-29	Varsano David	Director	M-Exempt	D	Restricted Stock Units	3,576	0.00	—	0	—	↗
2024-05-29	MICHAEL JONATHAN E	Director	M-Exempt	A	Common Stock	3,576	0.00	—	58,076	—	↗
2024-05-29	Daniels Michael E	Director	M-Exempt	D	Restricted Stock Units	3,576	0.00	—	0	—	↗
2024-05-29	Conjeevaram Smita	Director	M-Exempt	A	Common Stock	3,576	0.00	—	9,576	—	↗
2024-05-29	BOULANGER NORMAND A	Director	M-Exempt	A	Common Stock	3,576	0.00	—	283,576	—	↗
2024-05-23	ZAMKOW MICHAEL JAY	Director	S-Sale	D	Common Stock	10,000	61.92	619.2K	38,000	—	↗
2024-05-16	ZAMKOW MICHAEL JAY	Director	M-Exempt	A	Common Stock	10,000	22.38	223.8K	48,000	—	↗
2024-05-09	ZAMKOW MICHAEL JAY	Director	M-Exempt	A	Common Stock	5,000	22.38	111.9K	43,000	—	↗
2024-05-08	Daniels Michael E	Director	M-Exempt	A	Common Stock	6,000	21.39	128.3K	16,000	—	↗
2024-03-11	Varsano David	Director	M-Exempt	A	Common Stock	4,495	21.39	96.1K	67,500	—	↗
2024-03-04	White Jason Douglas	Officer	M-Exempt	A	Common Stock	6,412	0.00	—	6,412	—	↗
2024-03-04	STONE WILLIAM C	Director / Officer / 10% Owner	F-InKind	D	Common Stock	8,411	64.15	539.6K	31,954,586	—	↗
2024-03-04	Kanwar Rahul	Officer	M-Exempt	A	Common Stock	17,098	0.00	—	67,098	—	↗
2024-03-02	White Jason Douglas	Officer	M-Exempt	D	Restricted Stock Units	6,412	0.00	—	12,676	—	↗
2024-03-02	STONE WILLIAM C	Director / Officer / 10% Owner	M-Exempt	D	Restricted Stock Units	21,373	0.00	—	42,251	—	↗
2024-03-02	Kanwar Rahul	Officer	M-Exempt	D	Restricted Stock Units	17,098	0.00	—	33,802	—	↗
2024-02-27	MICHAEL JONATHAN E	Director	M-Exempt	A	Common Stock	6,000	21.39	128.3K	54,500	—	↗
2024-02-22	White Jason Douglas	Officer	A-Award	A	Restricted Stock Units	17,432	0.00	—	17,432	—	↗
2024-02-22	Schell Brian N	Officer	A-Award	A	Restricted Stock Units	15,495	0.00	—	15,495	—	↗
2024-02-22	STONE WILLIAM C	Director / Officer / 10% Owner	A-Award	A	Restricted Stock Units	58,104	0.00	—	58,104	—	↗
2024-02-22	Kanwar Rahul	Officer	A-Award	A	Stock Option (right to buy)	174,928	64.54	11.29M	174,928	—	↗
2024-01-10	Walton Debra	Director	A-Award	A	Restricted Stock Units	1,649	0.00	—	1,649	—	↗
2024-01-04	Walton Debra	Director	—	D	No securities are beneficially owned	0	0.00	—	0	—	↗
2023-12-22	STONE WILLIAM C	Director / Officer / 10% Owner	G-Gift	D	Common Stock	150,000	0.00	—	31,941,624	—	↗
2023-09-14	BOULANGER NORMAND A	Director	S-Sale	D	Common Stock	60,000	55.06	3.30M	280,000	—	↗
2023-09-13	BOULANGER NORMAND A	Director	S-Sale	D	Common Stock	40,000	54.61	2.18M	340,000	—	↗
2023-09-12	BOULANGER NORMAND A	Director	M-Exempt	D	Stock Option (right to buy)	170,000	21.10	3.59M	0	—	↗
2023-09-07	STONE WILLIAM C	Director / Officer / 10% Owner	M-Exempt	A	Common Stock	340,000	21.10	7.17M	32,091,624	—	↗
2023-08-29	Kanwar Rahul	Officer	M-Exempt	A	Common Stock	140,000	21.10	2.95M	190,000	—	↗
2023-08-15	Schell Brian N	Officer	A-Award	A	Stock Option (right to buy)	61,882	56.29	3.48M	61,882	—	↗
2023-06-16	PEDONTI PATRICK J	Officer	M-Exempt	A	Common Stock	70,000	33.89	2.37M	70,000	—	↗
2023-06-02	ZAMKOW MICHAEL JAY	Director	A-Award	A	Restricted Stock Units	3,533	0.00	—	3,533	—	↗
2023-06-02	Varsano David	Director	A-Award	A	Restricted Stock Units	3,533	0.00	—	3,533	—	↗
2023-06-02	MICHAEL JONATHAN E	Director	A-Award	A	Restricted Stock Units	3,533	0.00	—	3,533	—	↗
2023-06-02	Daniels Michael E	Director	A-Award	A	Restricted Stock Units	3,533	0.00	—	3,533	—	↗
2023-06-02	Conjeevaram Smita	Director	A-Award	A	Restricted Stock Units	3,533	0.00	—	3,533	—	↗
2023-06-02	BOULANGER NORMAND A	Director	A-Award	A	Restricted Stock Units	3,533	0.00	—	3,533	—	↗
2023-05-10	MICHAEL JONATHAN E	Director	M-Exempt	A	Common Stock	6,000	15.84	95.0K	54,500	—	↗
2023-03-06	Varsano David	Director	M-Exempt	A	Common Stock	3,495	15.84	55.3K	61,500	—	↗
2023-03-02	White Jason Douglas	Officer	A-Award	A	Stock Option (right to buy)	62,920	59.17	3.72M	62,920	—	↗
2023-03-02	STONE WILLIAM C	Director / Officer / 10% Owner	A-Award	A	Stock Option (right to buy)	209,732	59.17	12.41M	209,732	—	↗
2023-03-02	PEDONTI PATRICK J	Officer	A-Award	A	Stock Option (right to buy)	69,911	59.17	4.14M	69,911	—	↗
2023-03-02	Kanwar Rahul	Officer	A-Award	A	Stock Option (right to buy)	167,786	59.17	9.93M	167,786	—	↗
2022-12-12	STONE WILLIAM C	Officer	M-Exempt	A	Common Stock	400,000	11.22	4.49M	31,751,624	—	↗
2022-09-15	Varsano David	Director	M-Exempt	A	Stock Option (right to buy)	1,420	11.55	16.4K	0	—	↗
2022-08-26	MICHAEL JONATHAN E	Director	M-Exempt	A	Stock Option (right to buy)	6,000	11.55	69.3K	0	—	↗
2022-08-12	Kanwar Rahul	Officer	S-Sale	D	Common Stock	73,232	62.50	4.58M	50,000	—	↗
2022-08-10	Kanwar Rahul	Officer	M-Exempt	A	Common Stock	68	11.22	762.96	50,068	—	↗
2022-05-11	ZAMKOW MICHAEL JAY	Director	A-Award	A	Stock Option (right to buy)	6,000	0.00	—	6,000	—	↗
2022-05-11	Varsano David	Director	A-Award	A	Stock Option (right to buy)	6,000	0.00	—	6,000	—	↗
2022-05-11	MICHAEL JONATHAN E	Director	A-Award	A	Stock Option (right to buy)	6,000	59.34	356.0K	6,000	—	↗
2022-05-11	Daniels Michael E	Director	A-Award	A	Stock Option (right to buy)	6,000	59.34	356.0K	6,000	—	↗
2022-05-11	Conjeevaram Smita	Director	A-Award	A	Stock Option (right to buy)	6,000	0.00	—	6,000	—	↗
2022-05-11	BOULANGER NORMAND A	Director	A-Award	A	Stock Option (right to buy)	6,000	0.00	—	6,000	—	↗
2021-12-22	White Jason Douglas	Officer	A-Award	A	Stock Option (right to buy)	90,000	81.40	7.33M	90,000	—	↗
2021-12-22	STONE WILLIAM C	Director / Officer / 10% Owner	A-Award	A	Stock Option (Right to Buy)	225,000	81.40	18.32M	225,000	—	↗
2021-12-22	PEDONTI PATRICK J	Officer	A-Award	A	Stock Option (right to buy)	100,000	81.40	8.14M	100,000	—	↗
2021-12-22	MICHAEL JONATHAN E	Director	P-Purchase	A	Common Stock	31	81.05	2.5K	61,679	—	↗
2021-12-22	Kanwar Rahul	Officer	A-Award	A	Stock Option (right to buy)	175,000	81.40	14.25M	175,000	—	↗
2021-12-16	STONE WILLIAM C	Director / Officer / 10% Owner	G-Gift	D	Common Stock	110,000	0.00	—	31,351,624	—	↗
2021-09-21	STONE WILLIAM C	Director / Officer / 10% Owner	M-Exempt	A	Common Stock	280,000	6.74	1.89M	31,741,624	—	↗
2021-09-07	White Jason Douglas	Officer	—	D	Employee Stock Option (right to buy)	85,000	50.01	4.25M	0	—	↗
2021-08-25	MICHAEL JONATHAN E	Director	P-Purchase	A	Common Stock	52	75.99	4.0K	61,648	—	↗
2021-08-03	MICHAEL JONATHAN E	Director	P-Purchase	A	Common Stock	325	76.60	24.9K	61,596	—	↗
2021-06-18	Frank Joseph J.	Officer	P-Purchase	A	Common Stock	2	73.47	179.49	1,111	—	↗
2021-05-27	MICHAEL JONATHAN E	Director	P-Purchase	A	Common Stock	20	74.33	1.5K	61,271	—	↗
2021-05-19	ZAMKOW MICHAEL JAY	Director	A-Award	A	Stock Option (right to buy)	6,000	73.49	440.9K	6,000	—	↗
2021-05-19	Varsano David	Director	A-Award	A	Stock Option (right to buy)	6,000	73.49	440.9K	6,000	—	↗
2021-05-19	MICHAEL JONATHAN E	Director	A-Award	A	Stock Option (right to buy)	6,000	73.49	440.9K	6,000	—	↗
2021-05-19	Daniels Michael E	Director	A-Award	A	Stock Option (right to buy)	6,000	73.49	440.9K	6,000	—	↗
2021-05-19	Conjeevaram Smita	Director	A-Award	A	Stock Option (right to buy)	6,000	73.49	440.9K	6,000	—	↗
2021-05-19	BOULANGER NORMAND A	Director	A-Award	A	Stock Option (right to buy)	6,000	73.49	440.9K	6,000	—	↗
2021-03-18	Frank Joseph J.	Officer	P-Purchase	A	Common Stock	2	69.59	143.49	1,108	—	↗
2021-03-10	Frank Joseph J.	Officer	F-InKind	D	Common Stock	134	66.45	8.9K	1,106	—	↗
2021-02-26	MICHAEL JONATHAN E	Director	P-Purchase	A	Common Stock	37	67.31	2.5K	61,251	—	↗
2021-02-10	Frank Joseph J.	Officer	F-InKind	D	Common Stock	155	68.76	10.7K	1,240	—	↗
2021-01-11	Frank Joseph J.	Officer	F-InKind	D	Common Stock	154	70.78	10.9K	1,395	—	↗
2020-12-22	STONE WILLIAM C	Director / Officer / 10% Owner	G-Gift	D	Common Stock	215,000	0.00	—	31,461,624	—	↗
2020-12-22	PEDONTI PATRICK J	Officer	A-Award	A	Stock Option (right to buy)	90,000	71.46	6.43M	90,000	—	↗
2020-12-22	Kanwar Rahul	Officer	A-Award	A	Stock Option (right to buy)	140,000	71.46	10.00M	140,000	—	↗
2020-12-22	Frank Joseph J.	Officer	A-Award	A	Stock Option (right to buy)	75,000	71.46	5.36M	75,000	—	↗
2020-12-17	Frank Joseph J.	Officer	P-Purchase	A	Common Stock	1	72.21	46.65	1,549	—	↗
2020-12-16	Frank Joseph J.	Officer	A-Award	A	Common Stock	3	72.20	198.22	1,549	—	↗
2020-12-10	Frank Joseph J.	Officer	F-InKind	D	Common Stock	189	72.34	13.7K	1,546	—	↗
2020-12-03	MICHAEL JONATHAN E	Director	P-Purchase	A	Common Stock	22	70.63	1.6K	62,028	—	↗
2020-11-10	Frank Joseph J.	Officer	F-InKind	D	Common Stock	187	64.54	12.1K	1,735	—	↗
2020-10-12	Frank Joseph J.	Officer	F-InKind	D	Common Stock	189	64.09	12.1K	1,922	—	↗
2020-09-22	Frank Joseph J.	Officer	S-Sale	D	Common Stock	1,629	61.00	99.4K	2,111	—	↗
2020-09-18	Frank Joseph J.	Officer	P-Purchase	A	Common Stock	3	61.71	205.04	3,740	—	↗
2020-09-16	Frank Joseph J.	Officer	A-Award	A	Common Stock	6	61.27	345.27	3,737	—	↗
2020-09-10	Frank Joseph J.	Officer	F-InKind	D	Common Stock	187	60.17	11.3K	3,731	—	↗
2020-08-24	BOULANGER NORMAND A	Director	S-Sale	D	Common Stock	149,184	62.92	9.39M	230,000	—	↗
2020-08-21	BOULANGER NORMAND A	Director	M-Exempt	A	Common Stock	50,816	11.22	570.2K	280,816	—	↗
2020-08-19	Daniels Michael E	Director	M-Exempt	A	Stock Option (right to buy)	42,500	20.71	880.2K	42,500	—	↗
2020-08-10	Frank Joseph J.	Officer	F-InKind	D	Common Stock	188	61.56	11.6K	3,918	—	↗
2020-08-04	MICHAEL JONATHAN E	Director	P-Purchase	A	Common Stock	472	58.19	27.5K	62,006	—	↗
2020-07-09	Frank Joseph J.	Officer	F-InKind	D	Common Stock	187	56.35	10.5K	4,106	—	↗
2020-06-16	Frank Joseph J.	Officer	P-Purchase	A	Common Stock	2	58.91	121.35	4,286	—	↗
2020-06-09	Frank Joseph J.	Officer	F-InKind	D	Common Stock	187	59.76	11.2K	4,283	—	↗
2020-05-20	ZAMKOW MICHAEL JAY	Director	A-Award	A	Stock Option (right to buy)	6,000	56.74	340.4K	6,000	—	↗
2020-05-20	Varsano David	Director	A-Award	A	Stock Option (right to buy)	6,000	56.74	340.4K	6,000	—	↗
2020-05-20	MICHAEL JONATHAN E	Director	A-Award	A	Stock Option (right to buy)	6,000	56.74	340.4K	6,000	—	↗
2020-05-20	Daniels Michael E	Director	A-Award	A	Stock Option (right to buy)	6,000	56.74	340.4K	6,000	—	↗
2020-05-20	Conjeevaram Smita	Director	A-Award	A	Stock Option (right to buy)	6,000	56.74	340.4K	6,000	—	↗
2020-05-20	BOULANGER NORMAND A	Director	A-Award	A	Stock Option (right to buy)	6,000	56.74	340.4K	6,000	—	↗
2020-05-11	Frank Joseph J.	Officer	F-InKind	D	Common Stock	188	57.33	10.8K	4,470	—	↗
2020-05-08	BOULANGER NORMAND A	Director	S-Sale	D	Common Stock	123,891	58.34	7.23M	230,000	—	↗
2020-05-07	BOULANGER NORMAND A	Director	M-Exempt	A	Common Stock	46,109	6.74	310.8K	276,109	—	↗
2020-04-09	Frank Joseph J.	Officer	F-InKind	D	Common Stock	187	49.51	9.3K	4,658	—	↗
2020-04-01	MICHAEL JONATHAN E	Director	M-Exempt	A	Stock Option (right to buy)	42,500	7.65	324.9K	0	—	↗
2020-03-23	Varsano David	Director	M-Exempt	A	Common Stock	4,580	11.55	52.9K	54,080	—	↗
2020-03-17	Frank Joseph J.	Officer	A-Award	A	Common Stock	10	57.63	569.61	4,845	—	↗
2020-03-17	Conjeevaram Smita	Director	P-Purchase	A	Common Stock	1,750	39.43	69.0K	6,000	—	↗
2020-03-10	Varsano David	Director	M-Exempt	A	Common Stock	10,000	9.87	98.7K	47,000	—	↗
2020-03-09	Frank Joseph J.	Officer	F-InKind	D	Common Stock	135	47.76	6.4K	4,834	—	↗
2020-02-26	Conjeevaram Smita	Director	P-Purchase	A	Common Stock	1,250	58.80	73.5K	4,250	—	↗
2020-02-24	Varsano David	Director	M-Exempt	A	Stock Option (right to buy)	5,000	9.87	49.4K	12,500	—	↗
2020-02-19	PEDONTI PATRICK J	Officer	M-Exempt	A	Common Stock	90,000	21.10	1.90M	90,000	—	↗
2020-02-18	PEDONTI PATRICK J	Officer	M-Exempt	D	Stock Option (right to buy)	30,000	21.10	633.0K	90,000	—	↗
2020-02-09	Frank Joseph J.	Officer	F-InKind	D	Common Stock	152	62.47	9.5K	4,969	—	↗
2020-01-09	Frank Joseph J.	Officer	F-InKind	D	Common Stock	153	63.14	9.7K	5,121	—	↗
2019-12-23	STONE WILLIAM C	Director / Officer / 10% Owner	A-Award	A	Stock Option (Right to Buy)	450,000	61.16	27.52M	450,000	—	↗

Executive team

Top executives

EBIT / Employee

52.3K

Shares Outstanding

240.83M

Executive compensation

Executive compensation (annual)

#	Year ⇅	Executive ⇅	Salary ⇅	Bonus	Stock award ⇅	Option award	Incentive	Other	Total ⇅	% Stock- based ⇅	Filing
1	2025	William C. Stone Chief Executive Officer	1.00M	—	11.98M	3.75M	8.27M	8.4K	25.01M	62.90%	↗
2	2025	Rahul Kanwar Chief Operating Officer	800.0K	—	9.58M	3.00M	6.62M	8.3K	20.01M	62.89%	↗
3	2025	Brian N. Schell Chief Financial Officer	600.0K	—	3.19M	1.00M	2.32M	8.2K	7.12M	58.93%	↗
4	2025	Jason White Chief Legal Officer	500.0K	—	3.59M	1.13M	1.65M	8.2K	6.88M	68.58%	↗
5	2024	William C. Stone Chief Executive Officer	1.00M	—	11.64M	3.75M	9.48M	8.4K	25.87M	59.48%	↗
6	2024	Rahul Kanwar Chief Operating Officer	800.0K	—	9.31M	3.00M	7.58M	8.3K	20.70M	59.47%	↗
7	2024	Brian N. Schell Chief Financial Officer	600.0K	—	3.10M	1.00M	2.65M	8.2K	7.36M	55.72%	↗
8	2024	Jason White Chief Legal Officer	500.0K	—	3.49M	1.13M	1.90M	8.2K	7.02M	65.76%	↗
9	2023	William C. Stone Chief Executive Officer	1.00M	—	11.80M	3.75M	3.54M	8.4K	20.10M	77.37%	↗
10	2023	Rahul Kanwar Chief Operating Officer	800.0K	—	9.44M	3.00M	2.83M	8.4K	16.08M	77.36%	↗
11	2023	Brian N. Schell Chief Financial Officer	240.9K	—	8.76M	999.8K	991.2K	89.00	10.99M	88.79%	↗
12	2023	Jason White Chief Legal Officer	500.0K	—	3.54M	1.13M	708.0K	8.2K	5.88M	79.32%	↗
13	2023	Patrick J. Pedonti Former Chief Financial Officer	500.0K	100.0K	3.93M	1.25M	—	8.1K	5.79M	89.50%	↗
14	2022	William C. Stone Chief Executive Officer	875.0K	—	8.10M	—	3.83M	8.4K	12.81M	63.25%	↗
15	2022	Rahul Kanwar Chief Operating Officer	674.0K	—	6.07M	—	3.06M	8.3K	9.82M	61.88%	↗
16	2022	Patrick J. Pedonti Former Chief Financial Officer	479.2K	—	2.03M	—	1.15M	8.1K	3.66M	55.36%	↗
17	2022	Patrick J. Pedonti Chief Financial Officer	479.2K	—	2.03M	—	1.15M	8.1K	3.66M	55.36%	↗
18	2022	Jason White Chief Legal Officer	494.8K	—	1.52M	—	765.0K	8.2K	2.78M	54.47%	↗
19	2021	William C. Stone Chief Executive Officer	875.0K	—	—	14.10M	8.00M	8.4K	22.98M	61.35%	↗
20	2021	Rahul Kanwar Chief Operating Officer	575.0K	—	—	10.34M	7.50M	8.3K	18.42M	56.12%	↗
21	2021	Patrick J. Pedonti Chief Financial Officer	400.0K	—	—	6.09M	2.20M	8.1K	8.70M	70.00%	↗
22	2021	Patrick J. Pedonti Former Chief Financial Officer	400.0K	—	—	6.09M	2.20M	8.1K	8.70M	70.00%	↗
23	2021	Jason White Chief Legal Officer	424.8K	—	420.2K	4.03M	1.30M	10.2K	6.18M	71.94%	↗
24	2021	Joseph J. Frank Former Chief Legal Officer	500.0K	—	—	1.34M	—	1.53M	3.38M	39.77%	↗
25	2020	William C. Stone Chief Executive Officer	875.0K	—	—	4.13M	9.50M	8.4K	14.51M	28.46%	↗
26	2020	Rahul Kanwar Chief Operating Officer	575.0K	—	—	2.57M	6.50M	8.3K	9.65M	26.63%	↗
27	2020	Patrick J. Pedonti Chief Financial Officer	400.0K	—	—	1.65M	2.50M	8.2K	4.56M	36.23%	↗
28	2020	Joseph J. Frank Former Chief Legal Officer	750.0K	—	—	1.38M	1.75M	9.9K	3.89M	35.43%	↗
29	2020	Joseph J. Frank Chief Legal Officer	750.0K	—	—	1.38M	1.75M	9.9K	3.89M	35.43%	↗
30	2019	William C. Stone Chief Executive Officer	875.0K	—	—	6.73M	14.00M	14.5K	21.62M	31.13%	↗
31	2019	Rahul Kanwar Chief Operating Officer	575.0K	—	—	4.11M	6.00M	8.9K	10.70M	38.45%	↗
32	2019	Patrick J. Pedonti Chief Financial Officer	400.0K	—	—	2.62M	2.50M	13.3K	5.53M	47.33%	↗
33	2019	Joseph J. Frank Former Chief Legal Officer	750.0K	—	—	2.24M	2.25M	9.9K	5.25M	42.71%	↗
34	2019	Joseph J. Frank Chief Legal Officer	750.0K	—	—	2.24M	2.25M	9.9K	5.25M	42.71%	↗
35	2019	Normand A. Boulanger Vice Chairman	362.5K	—	—	—	—	10.2K	372.7K	0.00%	↗
36	2018	William C. Stone Chief Executive Officer	875.0K	—	—	4.98M	10.00M	5.6K	15.86M	31.41%	↗
37	2018	Rahul Kanwar Chief Operating Officer	516.3K	—	—	4.20M	4.00M	4.2K	8.73M	48.19%	↗
38	2018	Joseph J. Frank Chief Legal Officer, Global Head of M&A	608.2K	—	1.29M	4.94M	1.60M	6.9K	8.45M	73.79%	↗
39	2018	Joseph J. Frank Chief Legal Officer	608.2K	—	1.29M	4.94M	1.60M	6.9K	8.45M	73.79%	↗
40	2018	Patrick J. Pedonti Chief Financial Officer	381.3K	—	—	1.99M	1.60M	5.7K	3.98M	50.07%	↗
41	2018	Normand A. Boulanger Vice Chairman	550.0K	—	—	996.3K	1.00M	5.0K	2.55M	39.05%	↗
42	2017	William C. Stone Chief Executive Officer	875.0K	—	—	2.98M	5.00M	5.6K	8.86M	33.63%	↗
43	2017	Rahul Kanwar Ex. Vice President	475.0K	—	—	1.93M	2.50M	4.2K	4.91M	39.31%	↗
44	2017	Rahul Kanwar Chief Operating Officer	475.0K	—	—	1.93M	2.50M	4.2K	4.91M	39.31%	↗
45	2017	Normand A. Boulanger Chief Operating Officer	550.0K	—	—	1.53M	1.50M	5.0K	3.59M	42.72%	↗
46	2017	Normand A. Boulanger Vice Chairman	550.0K	—	—	1.53M	1.50M	5.0K	3.59M	42.72%	↗
47	2017	Patrick J. Pedonti Chief Financial Officer	356.3K	—	—	1.19M	1.30M	7.0K	2.86M	41.74%	↗
48	2017	Paul G. Igoe General Counsel	263.8K	—	—	510.8K	—	555.0K	1.33M	38.42%	↗
49	2016	William C. Stone Chief Executive Officer	875.0K	—	—	1.94M	6.50M	285.1K	9.60M	20.17%	↗
50	2016	Normand A. Boulanger Vice Chairman	550.0K	—	—	1.00M	2.40M	4.6K	3.95M	25.29%	↗
51	2016	Normand A. Boulanger Chief Operating Officer	550.0K	—	—	1.00M	2.40M	4.6K	3.95M	25.29%	↗
52	2016	Rahul Kanwar Ex. Vice President	475.0K	—	—	967.8K	2.10M	4.2K	3.55M	27.28%	↗
53	2016	Rahul Kanwar Chief Operating Officer	475.0K	—	—	967.8K	2.10M	4.2K	3.55M	27.28%	↗
54	2016	Rahul Kanwar Sr. Vice President	475.0K	—	—	967.8K	2.10M	4.2K	3.55M	27.28%	↗
55	2016	Patrick J. Pedonti Chief Financial Officer	350.0K	—	—	774.2K	1.30M	7.0K	2.43M	31.84%	↗
56	2016	Paul G. Igoe General Counsel	260.0K	—	—	322.6K	550.0K	4.6K	1.14M	28.37%	↗
57	2015	William C. Stone Chief Executive Officer	875.0K	—	—	3.00M	5.50M	5.1K	9.38M	31.96%	↗
58	2015	Normand A. Boulanger Chief Operating Officer	550.0K	—	—	1.43M	2.00M	4.6K	3.98M	35.84%	↗
59	2015	Rahul Kanwar Sr. Vice President	475.0K	—	—	1.36M	1.60M	4.2K	3.44M	39.47%	↗
60	2015	Rahul Kanwar Ex. Vice President	475.0K	—	—	1.36M	1.60M	4.2K	3.44M	39.47%	↗
61	2015	Patrick J. Pedonti Chief Financial Officer	350.0K	—	—	1.14M	1.05M	5.6K	2.55M	44.82%	↗
62	2015	Paul G. Igoe General Counsel	260.0K	—	—	428.2K	400.0K	4.6K	1.09M	39.18%	↗
63	2014	William C. Stone Chief Executive Officer	875.0K	—	—	2.44M	5.00M	5.0K	8.32M	29.31%	↗
64	2014	Normand A. Boulanger Chief Operating Officer	550.0K	—	—	1.16M	1.90M	4.6K	3.61M	32.00%	↗
65	2014	Rahul Kanwar Sr. Vice President	475.0K	—	—	1.03M	1.40M	4.2K	2.91M	35.33%	↗
66	2014	Patrick J. Pedonti Chief Financial Officer	350.0K	—	—	834.2K	950.0K	5.6K	2.14M	38.99%	↗
67	2014	Paul G. Igoe General Counsel	260.0K	—	—	320.9K	250.0K	4.6K	835.4K	38.41%	↗
68	2013	William C. Stone Chief Executive Officer	849.0K	4.00M	—	1.72M	—	5.0K	6.58M	26.19%	↗
69	2013	Normand A. Boulanger Chief Operating Officer	529.2K	1.80M	—	861.0K	—	4.6K	3.19M	26.95%	↗
70	2013	Rahul Kanwar Sr. Vice President	464.6K	1.10M	—	709.1K	—	4.2K	2.28M	31.13%	↗
71	2013	Patrick J. Pedonti Chief Financial Officer	331.3K	900.0K	—	607.8K	—	5.6K	1.84M	32.95%	↗
72	2013	Paul G. Igoe General Counsel	256.2K	400.0K	—	621.8K	—	4.6K	1.28M	48.48%	↗
73	2012	William C. Stone Chief Executive Officer	750.0K	3.10M	—	1.10M	—	5.03M	4.95M	22.16%	↗
74	2012	Normand A. Boulanger Chief Operating Officer	450.0K	1.50M	—	548.9K	—	4.55M	2.50M	21.93%	↗
75	2012	Patrick J. Pedonti Chief Financial Officer	260.0K	750.0K	—	411.7K	—	5.58M	1.43M	28.84%	↗
76	2012	Stephen V.R. Whitman Former General Counsel	225.0K	260.0K	—	—	—	6.7K	491.7K	0.00%	↗
77	2011	William C. Stone Chief Executive Officer	750.0K	2.50M	—	2.28M	—	4.0K	5.53M	41.20%	↗
78	2011	Normand A. Boulanger Chief Operating Officer	450.0K	1.25M	—	1.63M	—	3.4K	3.34M	48.93%	↗
79	2011	Patrick J. Pedonti Chief Financial Officer	260.0K	550.0K	—	845.3K	—	4.6K	1.66M	50.92%	↗
80	2011	Stephen V.R Whitman General Counsel	225.0K	325.0K	—	463.9K	—	4.4K	1.02M	45.56%	↗
81	2011	Stephen V.R. Whitman Former General Counsel	225.0K	325.0K	—	463.9K	—	4.4K	1.02M	45.56%	↗
82	2010	William C. Stone Chief Executive Officer	750.0K	2.00M	2.24M	1.61M	—	4.0K	6.60M	58.30%	↗
83	2010	Normand A. Boulanger Chief Operating Officer	450.0K	875.0K	—	1.16M	—	3.4K	2.49M	46.69%	↗
84	2010	Patrick J. Pedonti Chief Financial Officer	260.0K	400.0K	—	677.0K	—	4.0K	1.34M	50.48%	↗
85	2010	Stephen V.R. Whitman Former General Counsel	225.0K	260.0K	—	399.2K	—	4.4K	888.6K	44.92%	↗
86	2010	Stephen V.R Whitman General Counsel	225.0K	260.0K	—	399.2K	—	4.4K	888.6K	44.92%	↗
87	2009	William C. Stone Chief Executive Officer	750.0K	1.75M	—	—	—	3.6K	2.50M	0.00%	↗
88	2009	Normand A. Boulanger Chief Operating Officer	450.0K	800.0K	—	—	—	3.4K	1.25M	0.00%	↗
89	2009	Patrick J. Pedonti Chief Financial Officer	260.0K	340.0K	—	—	—	4.0K	604.0K	0.00%	↗
90	2009	Stephen V.R Whitman General Counsel	225.0K	225.0K	—	—	—	4.4K	454.4K	0.00%	↗
91	2008	William C. Stone Chief Executive Officer	737.5K	1.50M	—	—	—	3.6K	2.24M	0.00%	↗
92	2008	Normand A. Boulanger Chief Operating Officer	445.8K	750.0K	—	—	—	3.4K	1.20M	0.00%	↗
93	2008	Patrick J. Pedonti Chief Financial Officer	257.1K	300.0K	—	—	—	4.0K	561.1K	0.00%	↗
94	2008	Stephen V.R Whitman General Counsel	223.3K	200.0K	—	—	—	4.4K	427.7K	0.00%	↗

CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

Filing date	Form type	Filing
2026-04-08	DEFA14A	↗
2026-04-08	DEF 14A	↗
2025-04-03	DEFA14A	↗
2025-04-03	DEF 14A	↗

Recent SEC filings

Filing date	Form type	Filing
2026-05-22	8-K	↗
2026-05-22	4	↗
2026-05-22	4	↗
2026-05-22	4	↗
2026-05-22	4	↗
2026-05-22	4	↗
2026-05-22	4	↗
2026-05-22	4	↗
2026-05-15	SC 13G/A	↗
2026-04-30	SC 13G/A	↗

Executive team

Name	Title	Compensation	Gender
William C. Stone	Founder, Chairman of the Board & Chief Executive Officer	9M	male
Rahul Kanwar	President & Chief Operating Officer	7M	male
Brian Norman Schell	Executive Vice President & Chief Financial Officer	3M	male
Jason Douglas White	Senior Vice President, General Counsel, Chief Legal Officer & Corporate Secretary	2M	male
Anthony Caiafa	Chief Technology Officer	—	male
Justine Stone	Head of Investor Relations	—	female
Meghan Rocha	MD & Head of Global Marketing	—	female
Ezra Baylin	Senior Vice President & Global Head of Corporate Development	—	male
Darpan Bhargava	Senior Vice President & Global Head of Human Resources	—	female
Darren Berkowicz	Managing Director of GlobeOp	—	male
Eamonn Greaves	Global Head of Sales	—	male

ESG Rating

B-

SOFTWARE - APPLICATION

2022

E (Environmental)

46.4 / 66.0

Company / Sector avg.

S (Social)

46.4 / 69.5

Company / Sector avg.

G (Governance)

63.0 / 67.5

Company / Sector avg.

ESG Total

52.0 / 67.7

Company / Sector avg.

ESG Score History SOFTWARE - APPLICATION

Benchmark vs Sector

Political Trading Activity (25M)

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

Transaction Date	Disclosed	Representative	District	Owner	Type	Amount	Link
2025-08-18	2025-09-12	Ro Khanna	CA17	—	Sale	$1,001 - $15,000	↗
2024-11-26	2024-12-06	Ro Khanna	CA17	—	Sale	$1,001 - $15,000	↗
2024-10-09	2024-11-11	Ro Khanna	CA17	—	Sale	$1,001 - $15,000	↗
2024-06-10	2024-07-08	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2023-09-13	2023-10-06	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2023-09-08	2023-10-10	Lois Frankel	FL22	—	Sale	$1,001 - $15,000	↗
2023-05-23	2023-06-12	Ro Khanna	CA17	Spouse	Sale	$50,001 - $100,000	↗
2023-04-10	2023-05-08	Ro Khanna	CA17	Spouse	Sale	$15,001 - $50,000	↗
2022-12-30	2023-01-03	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2022-12-27	2023-01-03	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2022-12-20	2023-01-03	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2022-12-15	2023-01-03	Ro Khanna	CA17	Spouse	Purchase	$15,001 - $50,000	↗
2022-12-15	2023-01-03	Ro Khanna	CA17	—	Purchase	$1,001 - $15,000	↗
2022-12-14	2023-01-03	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2022-12-12	2023-01-03	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2022-12-09	2023-01-03	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2022-11-30	2022-12-29	Susie Lee	NV03	Joint	Sale (Full)	$1,001 - $15,000	↗
2022-11-28	2022-12-06	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2022-11-21	2022-12-06	Ro Khanna	CA17	Spouse	Purchase	$1,001 - $15,000	↗
2022-11-17	2022-12-06	Ro Khanna	CA17	—	Purchase	$1,001 - $15,000	↗

Market share among peers

Peer comparison — filtered group (TTM)

Your opinion

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SS&C Technologies Holdings, Inc. (SSNC)

Revenue flow

Revenue by geography

Revenue by segment

Revenue composition

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Owner Earnings

Ownership Overview

Institutional Activity (13F)

Insider Activity

Executive team

Executive compensation

Proxy statements

Recent SEC filings

Executive team

Community Opinion for SSNC

Short-term intention

Target Price Distribution

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits

SS&C Technologies Holdings, Inc. (SSNC)

Revenue flow

Revenue by geography

Revenue by segment

Revenue composition

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Owner Earnings

Ownership Overview

Institutional Activity (13F)

Insider Activity

Executive team

Executive compensation

Proxy statements

Recent SEC filings

Executive team

Community Opinion for SSNC

Short-term intention

Target Price Distribution

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits

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